Nature's Way 401(k) Plan
Sponsored by Schwabe North America · EIN 870388645 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 676
- With balances
- 927
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Invetment Advisors | Investment advisory (plan) | $53,503 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25,042 |